NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
Latest Selected Insight
Investment October 2026 Market Outlook | “Turn! Turn! Turn!”November 2026
October 2026 Market Outlook Each month, Pierre Mouton shares his perspective on global financial markets through the lens of a song that captures the prevailing market mood.…
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LATEST INSIGHTS
Showing 482 publications
Investment
Quarterly Investment Review – Q4 2021
January 2022
Quarterly Investment Review - Q4 2021 In 2021 while the world wrestled with the Covid virus, and its…
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Investment
Chart of the Month – Shifting gears in the equity markets
January 2022
Shifting gears in the equity markets The two main drivers of equity markets are liquidity (provided by the…
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Investment
Chart of the Month – Shifting gears in the equity markets
January 2022
Shifting gears in the equity markets The two main drivers of equity markets are liquidity (provided by the…
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Investment
Chart of the Month – Shifting gears in the equity markets
January 2022
Shifting gears in the equity markets The two main drivers of equity markets are liquidity (provided by the…
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Investment
Chart of the Month – Spacaphobia
December 2021
Spacaphobia Just as we thought that everyone was SPACked out by now and that the frenzy was…
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Investment
Chart of the Month – David and Goliath
November 2021
Chart of the Month - David & Goliath In modern times, the expression « David and Goliath »…
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Corporate
NS Partners joins the Wecan Comply compliance platform
October 2021
NS Partners joins the Wecan Comply compliance platform NS Partners joins the Swiss banking compliance platform, Wecan Comply.…
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Investment
NS Macro Outlook & Investment Opportunities – October 2021
October 2021
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Investment
Quarterly Investment Review – Q3 2021
October 2021
Quarterly Investment Review - Q3 2021 “Interest rates are to the value of assets what gravity is to…
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Investment
Chart of the Month – Portfolio Construction and Negative Correlation
October 2021
Portfolio Construction and Negative Correlation, from the Strategy HF uncorrelated perspective. The concept of negative correlation is…
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Investment
Quarterly Investment Review – Q3 2021
October 2021
Quarterly Investment Review - Q3 2021 “Interest rates are to the value of assets what gravity is to…
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